Document Management Representative
Core
Distribute incoming operational mail, cheques, faxes, and emails to business units while maintaining document distribution workflows including scanning, image validation, and classification.
Role type
operational document management representative
Builds
scanned and faxed document images for Transfer Agent Operations
Domain
financial services / document processing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
scanning procedures, image validation, OCR/ICR process, workflow applications (KOFAX, XTRAC), signature verification, MS Office, keyboarding
Preferred skills
mutual funds industry knowledge, CIFC designation
Technologies
OPEX scanners, KOFAX, XTRAC
Responsibilities
Prepare operational documents for scanning and imaging, scan cheques and non-cheque documents using high-speed scanners, validate and classify scanned images, distribute work items to business units, verify authorized signatures, execute tasks per internal policies
Seniority
entry-level to junior